Brex | How do I tag a transaction with a customer code?
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How do I tag a transaction with a customer code?

Brex bookkeepers and admins of accounts that use the QuickBooks Online (QBO) integration now have the ability to tag transactions with a customer code prior to exporting them to QBO. Employees of these accounts will also have the ability to tag a customer code on their own expenses.

To do so, select a transaction in your Brex dashboard and set the field labeled QuickBooks customer with a customer. Customers are automatically pulled in from QBO.

When you export your expenses to QBO, the Customer field will be populated based on your selections within Brex.

Adding new customers to Brex

After adding new customers in QBO, Brex admins and bookkeepers can update Brex with the latest QBO data by going to the Integrations page in the Brex dashboard and clicking Manage on the Quickbooks card. From there, click Settings and select Refresh to refresh the integration.

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Open an account

How do I tag a transaction with a customer code?

Brex bookkeepers and admins of accounts that use the QuickBooks Online (QBO) integration now have the ability to tag transactions with a customer code prior to exporting them to QBO. Employees of these accounts will also have the ability to tag a customer code on their own expenses.

To do so, select a transaction in your Brex dashboard and set the field labeled QuickBooks customer with a customer. Customers are automatically pulled in from QBO.

When you export your expenses to QBO, the Customer field will be populated based on your selections within Brex.

Adding new customers to Brex

After adding new customers in QBO, Brex admins and bookkeepers can update Brex with the latest QBO data by going to the Integrations page in the Brex dashboard and clicking Manage on the Quickbooks card. From there, click Settings and select Refresh to refresh the integration.

Was this article helpful?

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Still can't find what you're looking for?

Chat with us->

How do I tag a transaction with a customer code?

Brex bookkeepers and admins of accounts that use the QuickBooks Online (QBO) integration now have the ability to tag transactions with a customer code prior to exporting them to QBO. Employees of these accounts will also have the ability to tag a customer code on their own expenses.

To do so, select a transaction in your Brex dashboard and set the field labeled QuickBooks customer with a customer. Customers are automatically pulled in from QBO.

When you export your expenses to QBO, the Customer field will be populated based on your selections within Brex.

Adding new customers to Brex

After adding new customers in QBO, Brex admins and bookkeepers can update Brex with the latest QBO data by going to the Integrations page in the Brex dashboard and clicking Manage on the Quickbooks card. From there, click Settings and select Refresh to refresh the integration.

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Still can't find what you're looking for?

Chat with us->